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Zumiez Inc (ZUMZ) Stock Fundamental Analysis & AI Rating 2026

ZUMZ Nasdaq Retail-Apparel & Accessory Stores WA CIK: 0001318008
Recently Updated • Analysis: Apr 20, 2026 • SEC Data: 2026-01-31
HOLD
68% Conf
Pending
Analysis scheduled

📊 ZUMZ Key Takeaways

Revenue: $929.1M
Net Margin: 1.4%
Free Cash Flow: $42.4M
Current Ratio: 2.01x
Debt/Equity: 0.01x
EPS: $0.78
AI Rating: HOLD with 68% confidence
Zumiez Inc (ZUMZ) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $929.1M, net profit margin of 1.4%, and return on equity (ROE) of 4.1%, Zumiez Inc demonstrates mixed fundamentals in the Consumer sector. Below is our complete ZUMZ stock analysis for 2026.

Is Zumiez Inc (ZUMZ) a Good Investment?

Claude

Zumiez demonstrates solid financial health with a fortress balance sheet (0.01x leverage), positive free cash flow of $42.4M, and recovery-driven profitability improvements. However, thin operating margins (1.8%), anemic returns on equity (4.1%), and modest revenue growth (4.5%) in a challenging retail sector limit upside potential; the company is more suitable for capital preservation than growth investors.

Why Buy Zumiez Inc Stock? ZUMZ Key Strengths

Claude
  • + Fortress balance sheet with minimal debt ($1.9M long-term debt) and strong liquidity (2.01x current ratio)
  • + Positive and sustainable free cash flow of $42.4M with 4.6% FCF margin supporting operations and capital allocation
  • + Profitability recovery with net income growing 881% YoY and improving from depressed prior-year levels

ZUMZ Stock Risks: Zumiez Inc Investment Risks

Claude
  • ! Structurally thin operating margins (1.8%) and net margins (1.4%) vulnerable to retail sector competition and cost pressures
  • ! Weak capital efficiency with ROE of 4.1% and ROA of 2.1%, indicating inefficient capital deployment
  • ! Slow revenue growth (4.5% YoY) in a mature, competitive retail apparel market with limited expansion prospects

Key Metrics to Watch

Claude
  • * Operating margin trajectory - must demonstrate sustained expansion above 2.5% to signal operational improvement
  • * Comparable store sales and revenue growth acceleration - need acceleration beyond 4.5% to indicate market share gains
  • * Return on equity and free cash flow stability - ensure capital generation continues while monitoring for margin compression

Zumiez Inc (ZUMZ) Financial Metrics & Key Ratios

Revenue
$929.1M
Net Income
$13.4M
EPS (Diluted)
$0.78
Free Cash Flow
$42.4M
Total Assets
$644.2M
Cash Position
$127.9M

💡 AI Analyst Insight

The relatively thin 4.6% FCF margin may limit capital allocation flexibility. Strong liquidity with a 2.01x current ratio provides a solid financial cushion.

ZUMZ Profit Margin, ROE & Profitability Analysis

Gross Margin 35.8%
Operating Margin 1.8%
Net Margin 1.4%
ROE 4.1%
ROA 2.1%
FCF Margin 4.6%

ZUMZ vs Consumer Sector: How Zumiez Inc Compares

How Zumiez Inc compares to Consumer sector averages

Net Margin
ZUMZ 1.4%
vs
Sector Avg 8.0%
ZUMZ Sector
ROE
ZUMZ 4.1%
vs
Sector Avg 18.0%
ZUMZ Sector
Current Ratio
ZUMZ 2.0x
vs
Sector Avg 1.5x
ZUMZ Sector
Debt/Equity
ZUMZ 0.0x
vs
Sector Avg 0.8x
ZUMZ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Zumiez Inc Stock Overvalued? ZUMZ Valuation Analysis 2026

Based on fundamental analysis, Zumiez Inc has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
4.1%
Sector avg: 18%
Net Profit Margin
1.4%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Zumiez Inc Balance Sheet: ZUMZ Debt, Cash & Liquidity

Current Ratio
2.01x
Quick Ratio
1.13x
Debt/Equity
0.01x
Debt/Assets
49.7%
Interest Coverage
N/A
Long-term Debt
$1.9M

ZUMZ Revenue & Earnings Growth: 5-Year Financial Trend

ZUMZ 5-year financial data: Year 2021: Revenue $1.2B, Net Income $66.9M, EPS $2.62. Year 2022: Revenue $1.2B, Net Income $76.2M, EPS $3.00. Year 2023: Revenue $1.2B, Net Income $119.3M, EPS $4.85. Year 2024: Revenue $958.4M, Net Income $21.0M, EPS $1.08. Year 2026: Revenue $929.1M, Net Income -$62.6M, EPS $-3.25.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Zumiez Inc's revenue has declined by 22% over the 5-year period, indicating business contraction. The most recent EPS of $-3.25 indicates the company is currently unprofitable.

ZUMZ Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.6%
Free cash flow / Revenue

ZUMZ Quarterly Earnings & Performance

Quarterly financial performance data for Zumiez Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $222.5M $1.2M $0.06
Q2 2025 $210.2M -$847.0K $-0.04
Q1 2025 $177.4M -$14.3M $-0.79
Q3 2024 $216.3M $1.2M $0.06
Q2 2024 $194.4M -$847.0K $-0.04
Q1 2024 $177.4M -$16.8M $-0.86
Q3 2023 $216.3M -$2.2M $-0.12
Q2 2023 $194.4M $2.7M $0.14

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Zumiez Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$53.5M
Cash generated from operations
Stock Buybacks
$38.3M
Shares repurchased (TTM)
Capital Expenditures
$11.1M
Investment in assets
Dividends
None
No dividend program

ZUMZ SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Zumiez Inc (CIK: 0001318008)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/primarydocument.xml View →
Mar 19, 2026 4 xslF345X06/primarydocument.xml View →
Mar 19, 2026 4 xslF345X06/primarydocument.xml View →
Mar 19, 2026 4 xslF345X06/primarydocument.xml View →
Mar 18, 2026 4 xslF345X06/primarydocument.xml View →

Frequently Asked Questions about ZUMZ

What is the AI rating for ZUMZ?

Zumiez Inc (ZUMZ) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ZUMZ's key strengths?

Claude: Fortress balance sheet with minimal debt ($1.9M long-term debt) and strong liquidity (2.01x current ratio). Positive and sustainable free cash flow of $42.4M with 4.6% FCF margin supporting operations and capital allocation.

What are the risks of investing in ZUMZ?

Claude: Structurally thin operating margins (1.8%) and net margins (1.4%) vulnerable to retail sector competition and cost pressures. Weak capital efficiency with ROE of 4.1% and ROA of 2.1%, indicating inefficient capital deployment.

What is ZUMZ's revenue and growth?

Zumiez Inc reported revenue of $929.1M.

Does ZUMZ pay dividends?

Zumiez Inc does not currently pay dividends.

Where can I find ZUMZ SEC filings?

Official SEC filings for Zumiez Inc (CIK: 0001318008) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ZUMZ's EPS?

Zumiez Inc has a diluted EPS of $0.78.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ZUMZ a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Zumiez Inc has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ZUMZ stock overvalued or undervalued?

Valuation metrics for ZUMZ: ROE of 4.1% (sector avg: 18%), net margin of 1.4% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy ZUMZ stock in 2026?

Our dual AI analysis gives Zumiez Inc a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ZUMZ's free cash flow?

Zumiez Inc's operating cash flow is $53.5M, with capital expenditures of $11.1M. FCF margin is 4.6%.

How does ZUMZ compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 1.4% (avg: 8%), ROE 4.1% (avg: 18%), current ratio 2.01 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 20, 2026 | Data as of: 2026-01-31 | Powered by Claude AI